Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.603 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48953.47 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42269.87 Kr¶
PnL: ---------------------------------------> -163.41 Kr¶
DD now: ---------------------------------> -7.844 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 13:09:41.213562'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.400000 | 1659.960000 | 192.420000 | 13.110000 | 1467.540000 |
| Hoist Finance | 35 | 1.970000 | 997.500000 | 19.250000 | 1.970000 | 978.250000 |
| Orrön Energy | 180 | 0.790000 | 2056.500000 | 18.900000 | 0.930000 | 2037.600000 |
| BioGaia B | 8 | 1.550000 | 942.400000 | 14.400000 | 1.550000 | 928.000000 |
| HEXPOL B | 9 | 0.350000 | 1032.300000 | 14.400000 | 1.410000 | 1017.900000 |
| JM | 6 | 1.250000 | 873.000000 | 10.800000 | 1.250000 | 862.200000 |
| Catena | 2 | 1.220000 | 799.200000 | 9.600000 | 1.220000 | 789.600000 |
| Sagax B | 4 | 0.990000 | 860.400000 | 8.400000 | 0.990000 | 852.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.750000 | 940.000000 | 7.000000 | 0.750000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.630000 | 964.800000 | 6.000000 | 0.630000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.540000 | 781.200000 | 4.200000 | 0.540000 | 777.000000 |
| AcadeMedia | 8 | 0.500000 | 404.800000 | 3.600000 | 0.900000 | 401.200000 |
| EQT | 4 | 0.100000 | 830.400000 | 0.800000 | 0.100000 | 829.600000 |
| Clas Ohlson B | 12 | 0.060000 | 971.400000 | 0.600000 | 0.060000 | 970.800000 |
| Biotage | 7 | 0.000000 | 939.400000 | 0.000000 | 0.000000 | 939.400000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| SKF B | 5 | -0.320000 | 935.000000 | -3.000000 | -0.320000 | 938.000000 |
| Hexatronic Group | 12 | -0.400000 | 960.720000 | -3.840000 | -0.400000 | 964.560000 |
| Byggmax Group | 33 | -0.550000 | 949.080000 | -5.280000 | -0.550000 | 954.360000 |
| OX2 | 13 | -0.750000 | 940.550000 | -7.150000 | -0.750000 | 947.700000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| Gränges | 9 | -1.070000 | 916.200000 | -9.900000 | -1.070000 | 926.100000 |
| Nordic Waterproofing Holding | 7 | -1.890000 | 946.400000 | -18.200000 | -1.890000 | 964.600000 |
| Alimak Group | 11 | -2.020000 | 907.500000 | -18.700000 | -2.020000 | 926.200000 |
| Addnode Group B | 11 | -2.750000 | 893.200000 | -25.300000 | -2.750000 | 918.500000 |
| Latour B | 4 | -3.370000 | 826.400000 | -28.800000 | -3.370000 | 855.200000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Indutrade | 5 | -2.880000 | 1179.500000 | -35.000000 | -2.880000 | 1214.500000 |
| Hexagon B | 26 | -1.280000 | 3407.300000 | -44.200000 | -1.280000 | 3451.500000 |
| Vitec Software Group B | 2 | -4.240000 | 1038.000000 | -46.000000 | -4.240000 | 1084.000000 |
| Bufab | 3 | -4.990000 | 1051.200000 | -55.200000 | -4.990000 | 1106.400000 |
| BHG Group | 97 | -4.930000 | 1384.190000 | -70.810000 | -4.870000 | 1455.000000 |
| INVISIO | 16 | -2.170000 | 3600.000000 | -80.000000 | -2.170000 | 3680.000000 |
| TOTAL | 42259.750000 | -173.530000 | -7.86431% | 42433.280000 |
Updated:¶
'2023-07-03 13:07:52.930109'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
